Amplius Wealth Advisors’s HSBC HSBC Stock Holding History

Amplius Wealth Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-230	Closed	-$6K	–	490
2021 Q4	$6K	Buy	+230	New	+$6.72K	﹤0.01%	683

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Amplius Wealth Advisors's HSBC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of HSBC (HSBC) in Q1 2022, closing a stake of 230 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in HSBC in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 295 funds tracked by Wall St. Rank hold HSBC as of Q1 2022.

Amplius Wealth Advisors reported no remaining HSBC position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 230 HSBC shares in Q1 2022, an estimated $6K.
Amplius Wealth Advisors first reported a position in HSBC in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's HSBC position peaked at $6K in Q4 2021.
295 funds tracked by Wall St. Rank held HSBC as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.